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Name Holding Trade Value Shares
Change
Change in
Stake
OIS
2426
Okabena Investment Services
Minnesota
$2.43M +$367K +2,905 +16%
PFA
2427
Peak Financial Advisors
Colorado
$2.43M -$1.22M -9,627 -31%
GAG
2428
Goodman Advisory Group
Massachusetts
$2.42M -$636K -5,030 -19%
CWM
2429
C2C Wealth Management
Arizona
$2.42M -$358K -2,831 -12%
CWM
2430
Chesapeake Wealth Management
Virginia
$2.42M +$550K +4,355 +26%
ACG
2431
Allen Capital Group
Nebraska
$2.41M +$142K +1,124 +6%
ERIC
2432
Eagle Rock Investment Company
Georgia
$2.4M +$2.69M +21,285 New
HBW
2433
Hazlett, Burt & Watson
West Virginia
$2.4M +$27.2K +215 +1%
HFM
2434
Hartford Financial Management
Connecticut
$2.4M +$71.9K +569 +3%
DIP
2435
DT Investment Partners
Pennsylvania
$2.4M -$725K -5,734 -21%
SA
2436
Shilanski & Associates
Alaska
$2.4M +$2.11M +16,675 +367%
PCMC
2437
Private Capital Management (Colorado)
Colorado
$2.4M +$2.58M +20,376 +2,423%
SFG
2438
Sather Financial Group
Texas
$2.4M -$16.6K -131 -0.6%
GWMIA
2439
Global Wealth Management Investment Advisory
Florida
$2.39M +$1.05M +8,320 +65%
HDIM
2440
Hanson & Doremus Investment Management
Vermont
$2.39M +$404K +3,195 +18%
SAM
2441
Summit Asset Management
Tennessee
$2.38M +$16.4K +130 +0.6%
EL
2442
EMFO LLC
Florida
$2.37M +$2.22M +17,550 +513%
LOIM
2443
Liberty One Investment Management
Illinois
$2.37M +$2.54M +20,132 +2,473%
DWM
2444
Drive Wealth Management
Utah
$2.37M +$62.8K +497 +2%
BIP
2445
Blueprint Investment Partners
North Carolina
$2.36M +$2.64M +20,901 New
BFA
2446
Benedict Financial Advisors
Georgia
$2.36M -$92.1K -729 -3%
WWM
2447
Windsor Wealth Management
Indiana
$2.36M +$9.61K +76 +0.4%
RFA
2448
Resurgent Financial Advisors
Georgia
$2.35M +$433K +3,429 +20%
TSWM
2449
Triangle Securities Wealth Management
North Carolina
$2.35M -$27.6K -218 -1%
IGM
2450
Incline Global Management
New York
$2.35M -$18.3M -144,659 -87%